During this session, we will review the Financial Plans tab within AdvisorBOB, highlighting key features, tools, and functionality that support the planning process. We’ll walk through the end-to-end workflow—from initiating and building a new financial plan to effectively managing and updating the plan within our integrated technology platform.

We’ll also cover how the financial planning process connects with other areas of AdvisorBOB to support client engagement, compliance, and operational efficiency as well as address commonly asked questions.